SA
IDV icon

SWM Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

SWM Advisors’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,370
Closed -$202K – 27
2022
Q1 		$202K Hold
6,370
– – 0.16% 30
2021
Q4 		$212K Buy
+6,370
New +$197K 0.19% 30

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

SWM Advisors's IDV Position: Q2 2022 in Review

SWM Advisors sold out of iShares International Select Dividend ETF (IDV) in Q2 2022, closing a stake of 6,370 shares — an estimated $202K sold.

SWM Advisors first reported a position in IDV in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 440 funds tracked by Wall St. Rank hold IDV as of Q2 2022.

  • SWM Advisors reported no remaining iShares International Select Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • SWM Advisors sold 6,370 iShares International Select Dividend ETF shares in Q2 2022, an estimated $202K.
  • SWM Advisors first reported a position in iShares International Select Dividend ETF in Q4 2021 and held it in 2 quarters.
  • SWM Advisors's iShares International Select Dividend ETF position peaked at $212K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2022.

Based on SWM Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.